+746.8%
LITE vs OPEN
-88.5%
+835.3%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -9.5% | +5.9% | -2.5% |
| 7D | +22.6% | -31.0% | +53.6% | +27.4% |
| 30D | -36.8% | -41.5% | +4.7% | -33.2% |
| 3M | -33.0% | -64.6% | +31.6% | -25.1% |
| 6M | -37.1% | -73.8% | +36.7% | -27.3% |
| YTD | +69.5% | -78.8% | +148.3% | +98.2% |
| 1Y | +146.1% | -86.8% | +232.9% | +203.6% |
| 3Y | +1,440.8% | -40.6% | +1,481.4% | +1,235.3% |
| 5Y | +580.4% | -94.7% | +675.1% | +568.8% |
| All | +746.8% | -88.5% | +835.3% | +650.9% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded OPEN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling